C4 Partner’s Job Of Accounting Made Easier With An Automated ERP System

C4 Partner needed to create an extension app for their customers in the Canada region with their desired functionalities. Redefine Dynamics has helped them by providing the option to Accept or Decline Action messages and copying items from their Wish list.

• Automated system.
• No more wasted time on tedious and overwhelming tasks.
• Able to communicate better with customers and vendors due to the ERP system.
• Increased turnover.

C4 Partner needed a common functionality for their customers in the Canada region. The below-listed functionalities are not available in the out-of-box solution, so they must combine all these functionalities into one single extension app to ensure that they can serve this need as expected and deliver an optimum customer experience.

The following capabilities are those most needed by our clients:

• Accept/do not accept functionality: Toggle the value of the “Accept Action Message” field on the planning worksheet page.
• Item Copy Functionality: Create a copy of an item.
• Customer Copy functionality: Create a copy of a customer.
• Vendor Copy functionality: Create a copy of a Vendor.
• Shipping Process and Forms functionality: Development of BOL report, Commercial Invoice report, Posted BOL report, and Posted Commercial Invoice report.
• Status Change functionality: Required to change the status of multiple released production orders with a single click.
• Order Line functionality: Need to develop list pages for a quick look at the sales order line, purchase order line, warehouse shipment line, etc.

Struggling with their challenges, they approached Redefine Dynamics to help them resolve their issue. We have developed a new button, “Accept / Do Not Accept” to allow them to toggle the value of the "Accept Action Message" field on their planning worksheet page. This made it easier for them when sending out messages requesting acceptance or declining action items in their list.

The Item Copy function made browsing items on their Wish list more convenient than ever before - without having to go through every item one by one. We have provided a new action button called “Customer Copy” on the card page; when they click on this action, it will ask which customer they want to copy. After selecting a customer, it will copy the selected customer’s details on the customer card page.

We have provided a new action button called “Vendor Copy” on the card page; when they click on this action, it will ask which vendor to copy. After selecting a vendor, it will copy the details of the selected vendor on the vendor card page. We have developed Bill of Lading and, Commercial Invoice reports keeping track of shipments, and the actions that take place in their warehouse.

We've also created a report for Posted BOLs and Posted Bills of Consignment (BC). We have developed 14 list pages for the sales order line, purchase order line, warehouse shipment line, etc.

With the up-gradation in the ERP system, C4 Partner, today has expanded its customer base. The fully automated system has reduced working hours, and the team now has more time to focus on branding. Communicating with the customers and vendors has become reasonable with the help of NAV. C4 Partner has shown a tremendous increase in its turnover.